AUMdb

Imo Employee Retirement Plan

Sponsored by Intelligent Medical Objects, Inc. · EIN 363993653 · Plan #001

Total assets
$45.6M
Net assets
$45.6M
Active participants
306
With balances
443

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Creative Planning Llc Other fees $59,387
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $44,848
Shore Tompkins Actuarial Resources Contract administrator $18,350